Unified customer database
A comprehensive database allows for keeping a complete history of all customer interactions. In bpm'online lending you always have access to all latest updates and information about clients, financial products, loan applications, contracts, financial performance and payment schedules of clients. 360-degree view of your customer will help to offer the most relevant financial products and improve customer service. Smart duplicate detection and merge mechanisms keep data clean and up-to-date.
Segment the customers based on a number of parameters simultaneously (products, territory, etc.), track changes in the structure of customer database. Design specific business processes for each segment to provide more personalized communications.